Evolution Wealth Advisors, LLC

$1.96BAssets under management
as of Mar 2026 · SEC Form ADV
Aventura, FL
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Tech stack

No one at Evolution Wealth Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Evolution Wealth Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $534M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $316M held · filed Mar 2024
Performance Reporting